See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,716 | $102,317-43.6% | $146,958-60.7% | $80,856-28.6% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 31.77% | 134.76%-103.0pp | 418.34%-386.6pp | 35.59%-3.8pp |
| Employer contribution / active EE | $3,809 | $3,713+2.6% | $4,933-22.8% | $2,755+38.3% |
| Participant deferral / active EE | $7,684 | $6,644+15.7% | $8,070-4.8% | $4,296+78.9% |
| Admin fee / account holder | $2,783 | $7,941-65.0% | $12,998-78.6% | $6,918-59.8% |